June 28, 2016 |
What Estate Planning Issues Should You Keep in Mind On the Birth of a New Baby?
Having a new baby is an amazing and exciting experience, but it also brings many estate planning issues to the front of your mind. Taking ...
Learn MoreWhat Estate Planning Issues Should You Keep in Mind On the Birth of a New Baby?
Having a new baby is an amazing and exciting experience, but it also brings many estate planning issues to the front of your mind. Taking charge of your estate planning will give you a great deal of peace of mind that your family is taken care of if something happens to you. It is a myth to believe that the estate planning process only incorporates strategies for minimizing estate taxes or handling your assets after you pass away. In fact, having a child brings to light many of the important issues associated with protecting your new child while you are still alive. These four issues are the most important to consider after you have given birth to a child.
Your Will
Schedule a meeting with a member of our advisory team
Author: ron_rasco
June 27, 2016 |
Comprehensive Asset Protection Planning Checklist
There are many different areas in which you may be vulnerable to a predatory attack during a lawsuit. For example, regular business activities, owning real ...
Learn MoreJune 23, 2016 |
Should My IRA Be Placed in a Trust?
Estate planning can be as complicated as you want them to be, but in many cases, you could benefit from setting up a meeting with ...
Learn MoreJune 22, 2016 |
Estate Planning Tips for Those 40 and Under
The truth is that it’s never too early to begin the process of estate planning, particularly if you have minor children. Estate planning allows you ...
Learn MoreJune 21, 2016 |
Planning for Business Succession and What You Need to Know About Sales
Any number of major companies can illustrate the importance of business succession planning. Succession planning issues always make for interesting news subjects especially when they ...
Learn MoreJune 20, 2016 |
More Than Half of All U.S. Parents Don’t Have a Living Trust or a Will
According to a research study from 2015, just slightly more than half of American parents have a living trust or valid will document. Even more ...
Learn MoreJune 16, 2016 |
Why Do I Need to Think About Medicaid Planning Now?
If you are relatively healthy now, you may think that you can skip out on the process of planning ahead for long-term care, but this ...
Learn MoreJune 15, 2016 |
How Business Succession Planning Can Help with Smooth Transitions
It’s imperative to think carefully about replacing any high-level employee in your business, but this is especially important as it relates to a CEO. There ...
Learn MoreJune 14, 2016 |
What’s an Asset Protection Trust?
The asset protection planning trust is still a relatively new tool for those interested in guarding against risk. In the late 1990’s, Delaware enacted legislation ...
Learn MoreJune 13, 2016 |
Common Misconceptions About Estate Planning 101
Even if you have not yet completed these documents, you probably have heard the terms “will” and “power of attorney” before. From that point, however, ...
Learn MoreSchedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Payment Portal
for Tax and Accounting invoice
This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.
Our Social Media
Connect with us on Social Media using the following buttons:
Visit our Podcasts
Listen in, Join the Conversation!
Recent Posts
October 2026 Tax Deadlines: What Individuals and Business Owners Should Know
October 15, 2026 is an important federal tax deadline for many individuals and corporations that requested extensions. Here’s what taxpayers should know as the deadline ...
<p>The post October 2026 Tax Deadlines: What Individuals and Business Owners Should Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Q3 2026 Quarterly Outlook: A Changing Fed, Persistent Inflation and What Investors Should Watch
Explore the Q3 2026 economic outlook, including persistent inflation, changing Federal Reserve policy, cooling labor conditions, geopolitical risks, and considerations for long-term investors. The third ...
<p>The post Q3 2026 Quarterly Outlook: A Changing Fed, Persistent Inflation and What Investors Should Watch first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them
A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...
<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
